3 Best Financial Services in Huntington Beach, CA

Here’s The Deal:
Weaver Consulting Group is a family-owned Financial consultant in Huntington Beach, California. Jason M. Weaver is the managing director and financial advisor of the firm. He completed his Bachelor's Degree in History at the University of California, San Diego, with an emphasis on Law and society. He holds a Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), and Chartered Mutual Fund Consultant (CMFC). At Weaver Consulting Group, the team know you work hard and deserve the life you want. Their team has 20 years of experience creating customized solutions for every retirement dream. They individualize every relationship to create a community of confident, informed, and inspired retirees. They serve hard-working individuals and their families who are planning or transitioning from work to retirement. As an independent firm, they specialize in transitioning from wealth accumulation to capital preservation and retirement income replacement. Contact them to schedule a consultation.

Here’s The Deal:
Phil Gironda is one of the leading financial advisors at Edward Jones in Huntington Beach, California. Twenty years ago, he started assisting clients in achieving their financial goals. His process begins by listening to his clients' wants before proposing a financial strategy. He encourages input from his clients' attorneys, CPAs, and other professionals. The service within his branch office is confidential and tailored to his client's goals. He completed his finance degree at Loyola Marymount University and the USAF Reserve Officer Training Program. Edward Jones will work on your financial goals and deserve a face-to-face conversation. They can assist you in preparing for retirement, saving for education and being a tax-smart investor.

Here’s The Deal:
James Hendries Wealth Management is an independent Financial planner in Huntington Beach, California. He creates professional, customized financial plans to help clients build, preserve, and transfer their wealth. He is committed to building Hendries Wealth Management to simplify and organize his clients' financial lives. Hendries Wealth Management team offers a helping hand in simplifying the financial world. Whether planning, investing, or facing life transitions, they're here for you every step, providing the support you need for a smoother financial journey. Their team is dedicated to simplifying financial concepts and providing guidance tailored to your needs. From tailored investment strategies and comprehensive wealth management to professional financial advice, they strive to bring all the essential elements together to empower your financial success.